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Fund sectors

We would like you to be able to make your own informed investment decisions. That's why our team of research experts regularly review all the major investment sectors to identify areas we feel have the most potential.

What do we look for?

We carefully analyse what has driven both short and long-term performance across the different sectors and stock markets. This means we understand why a fund has performed the way it has.

We also seek to identify up and coming fund managers who we believe could be worth investing with; highlight those who are not performing well; and review those who prove popular with our clients.

To make sure you are kept up to date, our research team will update each sector review on a biannual basis.


  • Mark Dampier,
    Head of Research

    Mark began his career in financial services in 1983 and joined us in 1998. Mark is one of the most respected and highly-regarded investment commentators in Britain, and his views regularly appear in the national press. Mark heads our research team - working closely in sharing his knowledge with the wider investment team. Mark has ultimate responsibility for the construction of the Wealth 50.

    Richard Troue,
    Head of Investment Analysis

    Richard joined us in 2006 and heads up the team responsible for analysing and selecting funds for inclusion on the Wealth 50. Alongside leading the team, Richard is committed to analysing UK All Companies, UK Equity Income and Bond funds. He’s completed the Investment Management Certificate.

    Kate Marshall,
    Senior Investment Analyst

    Kate has been part of the investment research team since 2011, and also has prior experience with us. She helps analyse and select funds for the Wealth 50, and her main areas of expertise are the Asian, emerging markets and European sectors. She also carries out research to report to our clients on current investment topics. Kate’s completed the Investment Management Certificate.

    Dominic Rowles,
    Investment Analyst

    Dominic joined us after studying Economics at university and is part of the team responsible for analysing and selecting funds for the Wealth 50. Dominic’s main areas of focus include the UK All Companies, Japanese, ethical and specialist sectors.

    Jonathon Curtis,
    Investment Analyst

    Jonathon joined HL after nearly a decade working in various roles both in the UK and abroad. His fund sector specialisms include Global, UK small and mid-sized companies, and Sterling corporate bond. As part of the Investment Research team, he analyses funds for the Wealth 50, and keeps clients informed with fund and investment trust updates. Jonathon holds the Investment Management Certificate and the Diploma in Regulated Financial Planning.

    Richard Wood,
    Investment Analyst

    Richard joined us in 2018 to work as part of the team that analyses and selects funds for the Wealth 50. His core sectors include UK Equity Income, North America, Absolute Return and Strategic Bonds. Richard worked in the investment industry for 8 years prior to joining us, holds a degree in Business and Accounting and is a CFA Charterholder.


A starting point for your research

If you are considering making an investment in any of the sectors below, the reviews can provide a logical starting point. Find out what has been driving sector performance and which funds we are favouring for new investment.

Investment notes

This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested. If you are at all unsure of the suitability of any investment please seek personal advice. Yields vary and are not a reliable indicator of future income.